Thompson Davis & Co’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $204K | Sell |
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|
2022
Q3 | $234K | Sell |
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|
2022
Q2 | $320K | Sell |
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|
2022
Q1 | $479K | Buy |
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|
2021
Q4 | $392K | Buy |
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|
2018
Q3 | $111K | Sell |
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|
2018
Q2 | $339K | Sell |
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|
2018
Q1 | $487K | Buy |
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|
2017
Q4 | $26K | Sell |
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|
2017
Q3 | $611K | Buy |
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|
2017
Q2 | $194K | Sell |
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|
2017
Q1 | $703K | Buy |
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|
2016
Q4 | $100K | Sell |
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|
2016
Q3 | $550K | Sell |
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|
2016
Q2 | $557K | Buy |
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|
2016
Q1 | $519K | Buy |
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|
2015
Q4 | $83K | Sell |
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|
2015
Q3 | $77K | Buy |
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|
2015
Q2 | $83K | Buy |
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|
2015
Q1 | $58K | Sell |
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|
2014
Q4 | $125K | Sell |
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|
2014
Q3 | $196K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $378K | Buy |
|